value investing

Research from GMO recently noted that value stocks have underperformed the market in 9 of the last 12 years, and by an average of 2.0% per year. This trend has...

The result of the demise of value investing and investor withdrawals has been financial erosion, stressful to us all. And there is no real indication that a quick end...

When Walter Schloss founded the funds management firm that bore his name in 1955, markets were a very different place. Schloss harnessed the power of Ben Graham's...

You rarely hear value investors espousing small-cap biotech stocks, given their typically binary outcomes make the risk profile totally unsuitable. However, what we...

During the first quarter of 2019, we have observed an acceleration in the outperformance of growth over value. This can be seen in the chart below provided by Deutsche...

Nick Kirrage admits he was never a gifted athlete but nevertheless last year completed the ‘Marathon Des Sables’, a 254km ultra-marathon across the Sahara Desert. A...

Whilst defining quality is no minor philosophical challenge, we are fortunate that the application of the concept of quality to investing is robust to various...

In early May the once highly popular ASX-listed funds manager Janus Henderson (JHG) released a rather underwhelming March quarter financial performance report. Among...

People often ask us what investment style is Ophir Asset Management? We respond we are style agnostic, if we believe there is money to be made buying a company that is...

One of Warren Buffett’s lesser known quotes is: “It’s only when the tide goes out that you learn who has been swimming naked”. Like most of Warren’s sayings it’s an...